We continue to be more focused on what growth is going to do rather than rates and believe investors are still too optimistic, particularly as it relates to consumption. Exacerbating that risk is the fact that inventories are now rising rapidly. Maintain a Defensive Posture. Signs of weakness go beyond Omicron. 4Q earnings beat rates are back to 5% which…
Capital Economics We think the 10-year Treasury yield will end the year well below its current level. The sell-off in...
Soooooo… feels like the market is running in place, right? Since hitting its initial 2023 high on February 2nd...
Welcome back traders and investors! It is still a tricky, and muddled trading landscape. We have entered the 4th...
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
The prior week for equity investors and the major averages was shaping up to be a strong week that...
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